Dreaming of a stress-free retirement? 🌴💤 Let's ensure your IRA is set up to protect your assets without a tax nightmare! Your trust's wording makes all the difference. #MarshallLaw #EstateLaw #Lawyer #FloridaProbateLawyer #EstatePlanningAttorney
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Estate planning isn’t about choosing the most complex tool. It’s about matching the tool to the problem you’re trying to solve. A will and a trust both provide “coverage,” but they work at different times. A will only takes effect when you pass away. It governs assets that flow through your estate, goes through probate, and becomes part of the public record. A trust works while you’re alive and continues after death. Assets placed inside a trust avoid probate, remain private, and can be distribu
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